LongAPHAug 2026
Amphenol
The fund owns Amphenol within the portfolio's electrical-equipment theme. The managers view companies supplying electrical products and connectivity across a wide range of…
APH
Which hedge funds are long APH?
4 published ideas on Amphenol across 4 funds — 4 long and 0 short.
Amphenol hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on Amphenol: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongAPHJun 2026
Amphenol Corporation
Amphenol's shares recovered after previously selling off on concerns that copper interconnect products could eventually be displaced by optical technologies. Baron believes…
LongAPHJun 2026
Amphenol Corporation
The Fund continued building its Amphenol position because it believes the market underestimates the company's ability to innovate and adapt as data-center architectures evolve…
LongAPHJun 2026
Amphenol
LongRun purchased Amphenol because it combines mission-critical products with durable switching costs, pricing power and an entrepreneurial operating culture. Its connectors…